DHJJ Financial Advisors
DHJJ Financial Advisors reported 1,089 stocks worth $349M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are QQQ (11.6%), IJH (5.9%) and JPST (4.1%). Compared with Q2 2026, the fund opened new positions in SGVA, added to JPST, SCHD and SCHG, trimmed QQQ, IJH and XMHQ and sold out of USMV, FBND and VCIT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $40.6M | 11.6% | 55K | −612 (−1%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $20.5M | 5.9% | 285K | −2,366 (−1%) | 8 of 8 | |
| 3 |  JPST J P Morgan Exchange Traded F | $14.4M | 4.1% | 287K | +77K (+36%) | 8 of 8 | |
| 4 |  SCHD Schwab US Dividend Equity ETF | $13.3M | 3.8% | 409K | +3,539 (+1%) | 8 of 8 | |
| 5 |  SCHG Schwab Strategic TR | $12.1M | 3.5% | 335K | +2,013 (+1%) | 8 of 8 | |
| 6 |  IWM Ishares TR | $8.6M | 2.5% | 31K | +62 (+0%) | 8 of 8 | |
| 7 |  XMHQ Invesco S&P | $7.8M | 2.3% | 70K | −4,080 (−5%) | 8 of 8 | |
| 8 |  SCHM Schwab Strategic TR | $7.8M | 2.2% | 228K | +20K (+10%) | 8 of 8 | |
| 9 |  VIG Vanguard Dividend Appreciation ETF | $7.7M | 2.2% | 33K | +676 (+2%) | 8 of 8 | |
| 10 |  IWF Ishares TR | $7.4M | 2.1% | 59K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 USMV Ishares TR | $241K | 2,497 |
 FBND Fidelity Total Bond ETF | $225K | 4,957 |
 VCIT Vanguard Scottsdale Fds | $142K | 1,718 |
 XOM Exxon Mobil Corp | $55K | 402 |
ELECTRONIC ARTS INC | $45K | 220 |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →DHJJ Financial Advisors 13F FAQ
What does DHJJ Financial Advisors own?
DHJJ Financial Advisors reported 1,089 stocks worth $349M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are QQQ (11.6%), IJH (5.9%) and JPST (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did DHJJ Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 31 new positions, 105 added to, 169 trimmed and 24 sold out. New positions include SGVA. It sold all of USMV, FBND and VCIT.
When will DHJJ Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is DHJJ Financial Advisors's portfolio worth?
The Q3 2026 filing reports $349M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.